# Heliocampus, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heliocampus-inc-401k-plan

> Heliocampus, INC.'s 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heliocampus, INC.

- **Sponsor EIN:** 475197643

- **Sponsor Address:** 300 MARKET STREET SUITE 220, CHAPEL HILL, NC, 27516

- **Plan Type:** 401(k)

- **Total Participants:** 104

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|104|$10.3M|$618,809|$1.1M|

| 2023|117|$9.4M|$577,638|$1.1M|

| 2022|104|$6.7M|$532,057|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CST GROUP, CPAS, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$44,438|$31,470|—|—|—|

| 2023|$34,674|$24,325|—|—|—|

| 2022|$23,020|—|$23,020|—|—|

## Similar Plans

- [Spreedly INC.](https://planprovider.pro/companies/spreedly-inc-401k-plan) — 104 participants

- [Infomerica INC.](https://planprovider.pro/companies/infomerica-inc-plan) — 75 participants

- [Mpay INC.](https://planprovider.pro/companies/mpay-inc-401k-plan) — 142 participants

- [Wingswept Holding Company](https://planprovider.pro/companies/wingswept-holding-company-plan) — 61 participants

- [Micromass Communications, INC.](https://planprovider.pro/companies/micromass-communications-inc-401k-plan) — 148 participants

- [Alphanumeric Systems, INC.](https://planprovider.pro/companies/alphanumeric-systems-inc-401k-plan) — 154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heliocampus-inc-401k-plan)

© 2026 PlanProvider.Pro